Bi-weekly e-newsletter, Inside Policies™, reports new and revised policies and why the changes are important

Expert commentary outlines why each policy is needed, the compliance requirements and options to consider when customizing the policy template

Choose which PolicyPro is right for you

Do you require only non-profit policies and prefer a print manual with downloadable Microsoft Word® versions of each policy? Select PolicyPro Classic

In addition to non-profit policies, do you require policy templates for finance, accessibility, HR, and IT and an automated method to distribute policies and ensure employee sign-off? Select PolicyProPlus®

Non-profit organizations and charities: You save 20% on the first year of your subscription!

–

–

Try it for free today!

* The PolicyProPlus Platform is also available without policy databases for $1,495 per year.

Not-for-Profit PolicyPro Model Policies

Advocacy and Public Policy

Advocacy Primer

Establishing Policy Positions

Communication

Lobbying

Corporate Administration

Registering the Organization

Incorporation and Bylaws

Annual General Meeting

Records Retention

Legal and Regulatory

Taxes and Charitable Returns

Information Technology

Customer Refunds - Retail

Confidentiality and Privacy

Managing a Security Breach

External Audits

Financial Management

Financial Management Primer

Revenues

Expenses

Assets

Cash Management

Budgets, Forecasts and Reporting

Investment Management

Governance

Board of Directors

Board Processes

Roles and Responsibilities

Ethics

Risk Management

Strategic and Business Planning

Human Resources

Human Resources Primer

Recruitment, Selection and Orientation

Performance Planning and Management

Volunteer Management

Compensation and Working Conditions

Internship Management

Workplace Harassment and Violence

Marketing and Membership

Marketing Strategy, Planning and Tools

Social Marketing

Donor Relations and Fund Development

Membership

Marketing Compliance

Websites and Social Media

Print ISSN 1915-2906 | Online ISSN 1923-8924

Authors and Editors

Author

Jeffrey D. Sherman, Bcomm, MBA, CIM, FCPA, FCA, has had over 20 years of executive management experience. He is a former director or CFO of several public companies. His extensive knowledge and experience includes corporate governance, risk management, accounting and finance, restructuring and start-up enterprises.

Mr. Sherman has lectured and conducted seminars for many organizations and was an adjunct professor at York University for 15 years. He is a popular course director and course author for many organizations, including The Chartered Professional Accountants of Canada (CPA Canada) and other provincial institutes of chartered professional accountants and law societies, and has written many books and articles on finance and accounting.

Co-marketed with

Content Editor

Apolone Gentles, JD, CPA, CGA, FCCA, is an Ontario lawyer and editor with over 20 years of business experience.

Ms. Gentles has held senior leadership roles in non-profit organizations, leading finance, human resources, information technology and facilities teams. She has also held senior roles in audit and assurance at a "Big Four" audit firm. Apolone has also lectured in auditing, economics and business at post-secondary schools.

Managing Editor

Yosie Saint-Cyr, LLB, was called to the Quebec bar in 1988 and is a member in good standing. She practised business, employment and labour law until 1999 before becoming Managing Editor at First Reference.

Yosie is responsible for the high-quality, up-to-date content for employment law services and the Internal Controls Library. She is currently enrolled in the Osgoode Professional LLM degree program.